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Duke Energy

2,322 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,042 increasing their positions, 757 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $63.1B → $65.9B (+$2.74B)

0.01% less ownership

Funds ownership: 68.45%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$109M
2 -$82.5M
3 -$81.9M
4
Cohen & Steers
Cohen & Steers
New York
-$79.2M
5
UBS AM
UBS AM
Illinois
-$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
776
SWS Partners
Ohio
$2.07M
AW
777
Alaethes Wealth
Nevada
$2.06M
HWMO
778
Heritage Wealth Management (Ohio)
Ohio
$2.06M
AA
779
Advisory Alpha
Michigan
$2.06M
NS
780
NBC Securities
Alabama
$2.06M
DWM
781
Dakota Wealth Management
Florida
$2.05M
MMPW
782
Mitchell McLeod Pugh & Williams
Alabama
$2.04M
CFO
783
Callan Family Office
Pennsylvania
$2.03M
WPC
784
Wedmont Private Capital
Pennsylvania
$2.03M
SGCA
785
Steel Grove Capital Advisors
Tennessee
$2.03M
SG
786
StoneX Group
New York
$2.03M
AO
787
Advisor OS
Illinois
$2.02M
BFS
788
Bradley Foster & Sargent
Connecticut
$2.02M
FNT
789
First National Trust
Pennsylvania
$2.02M
EFS
790
Essex Financial Services
Connecticut
$2.01M
CK
791
Cohen Klingenstein
New York
$2M
NWM
792
Northcape Wealth Management
New York
$2M
WG
793
Winton Group
United Kingdom
$1.99M
AA
794
ABC Arbitrage
France
$1.98M
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$1.98M
ITC
796
Inspire Trust Company
Nevada
$1.98M
PTC
797
Private Trust Company
Ohio
$1.98M
CRC
798
Curi RMB Capital
Illinois
$1.97M
Verition Fund Management
799
Verition Fund Management
Connecticut
$1.97M
BMSSC
800
B. Metzler seel. Sohn & Co
Germany
$1.96M